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iShares Morningstar Mid-Cap ETF
IMCB

Overview Fund Activity

124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
39
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$2.99M
2
UBS Group
2
UBS Group
Switzerland
$67.7M
3
Jane Street
3
Jane Street
New York
$2.09M
4
NA
4
NewEdge Advisors
Louisiana
$1.95M
5
Wells Fargo
5
Wells Fargo
California
$16.1M

Top Sellers

1
MTC
1
Matrix Trust Company
Colorado
$10.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$64.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$27M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Flagstar Advisors
New York
$2.16M +$2.16M +32,519 New
Citadel Advisors
27
Citadel Advisors
Florida
$2.16M +$983K +14,779 +84%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.13M +$313K +4,704 +17%
Jane Street
29
Jane Street
New York
$2.09M +$2.09M +31,426 New
NA
30
NewEdge Advisors
Louisiana
$1.95M +$1.95M +29,306 New
FTUS
31
Flow Traders U.S.
New York
$1.88M +$1.18M +17,684 +168%
SFS
32
Sowell Financial Services
Arkansas
$1.53M +$588K +8,839 +63%
Truist Financial
33
Truist Financial
North Carolina
$1.5M -$145K -2,172 -9%
EH
34
Equitable Holdings
New York
$1.5M +$1.2K +18 +0.1%
CA
35
Cetera Advisors
Colorado
$1.44M +$484K +7,275 +51%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.42M +$1.42M +21,311 New
PCM
37
Parsons Capital Management
Rhode Island
$1.35M – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$1.32M -$2.06K -31 -0.2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.31M +$68.6K +1,032 +6%
MFGM
40
Marshall Financial Group (Maryland)
Maryland
$1.21M +$43K +646 +4%
CAAS
41
Capital Asset Advisory Services
Michigan
$1.16M -$34.7K -522 -3%
NL
42
NWAM LLC
Washington
$1.03M -$32.7K -491 -3%
SAM
43
S.A. Mason
Michigan
$904K +$63.2K +949 +8%
WIA
44
World Investment Advisors
California
$899K +$110K +1,652 +14%
VFA
45
Voya Financial Advisors
Connecticut
$893K -$1.95K -29 -0.2%
SAM
46
Summit Asset Management
Tennessee
$881K +$4.79K +72 +0.5%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$825K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$790K +$349K +5,250 +79%
CFGS
49
Concourse Financial Group Securities
Alabama
$785K -$2.26K -34 -0.3%
AC
50
Apella Capital
Connecticut
$767K – – –
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